Why should I do this?Schedule a recurring investment purchase
If you contribute to an investment account (An account type specifically tailored for investment record keeping. Generally, youÆll set up one investment account for each account statement you receive. YouÆll then add individual investments to this investment account.) other than your employee retirement plan on a regular basis, the Bill Reminder will remind you to make the contribution, and the purchase will be tracked in Bills & Deposits.
When the next purchase is due you'll get a reminder on your Financial Home Page and in the Bill Reminder (A Money feature that gives you a message when a transaction you scheduled in Bills & Deposits is nearly due.) on the taskbar (The bar (usually located the bottom of your screen) that contains the Windows Start button.) of your computer.
Do I have to complete all fields in the wizard?
You can leave one field blank to have Money calculate it for you based on the information you enter in the other fields. If you are not sure what to enter in any field, press F1 for Help.
Do I have to enter all of the purchase information now?
No. You don't need to specify all the details of this purchase, such as the quantity and price per share. Just enter the total amount and you can fill in more details when you actually complete the transaction each month.
How do I edit an upcoming occurrence of this transaction?
How do I record the next occurrence of this purchase in Money?